内房股多股走高 中国海外宏洋集团(00081)涨2.76%、华润置地(01109)涨1.04%

金吾财讯
Jun 02

金吾财讯 | 港股内房股盘初多股走高,截至发稿,中国海外宏洋集团(00081)涨2.76%,中国海外发展(00688)涨1.12%,万科企业(02202)涨1.08%,华润置地(01109)涨1.04%。消息面上,我国多省市近日纷纷汇报市场向好数据。其中,北京市5月二手房网签量达15229套,同比上涨6.67%,连续三个月成交量突破1.5万套并站稳荣枯线之上,连续两个月成交量均为五年来同月新高。上海房产交易中心披露,在五一假期出游影响的背景下,5月上海二手房(含商业)累计网签量仍超2.8万套,达28023套,延续了近三个月高位成交的态势,并创下2021年以来近6年同期最高值,仅次于2020年5月的3.05万套。深圳中原研究中心数据显示,5月深圳一二手住宅成交10079套,环比上升11.4%,同比上升28.4%,为近14个月以来首次突破万套。一手住宅网签4545套,环比上升33.6%,同比上升43.7%。二手住宅过户5534套,环比下降1.9%,同比上升18.1%;二手房环比过户量虽有所下降,但核心区域环比实现两位数增长。摩根大通此前研究表示,中国内地地产目前仍处于“绿芽”的第一阶段。对标港股第一阶段40%的总涨幅,即便已经涨了22%,仍有约20%的上涨空间。如果5月、6月数据持续向好,真正的考验在7月和8月。若届时数据依然稳健,摩根大通表示将进一步提升对板块的乐观程度,届时参照港股第三阶段,还可能有超过30%的额外上涨空间。

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